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Passing a Collection or Valuable Assets Down to Your Heirs

It constantly surprises me to see the variety of things people collect. No matter what a collection consists of — rare books, art, sports memorabilia, vintage cars or something less common — it usually has deep personal value to the collector. When a person dies, an...


Mid-Month Market Perspectives

A Balancing Act Market Reflections Unpredictable. That certainly describes market returns given the fluid nature of company earnings, geopolitical events and economic missteps. What we have seen in recent weeks only serves to prove the point. History, at least,...


The Morning View: September 21, 2021

Announced this morning, Housing Starts were 1,615,000 in August, an increase of 3.9% for the month, which was a higher increase than expected. In addition, Building Permits were 1,728,000 in August, an increase of 6.0% for the month, also higher than expected....


The Morning View: September 16, 2021

Announced this morning, Retail Sales for August increased 0.7%, higher than expected. Nonstore retailers were especially strong during the month, while Motor vehicle & parts dealers were weak. In addition, Food services & drinking places were flat during the...


Monthly Market Update- Investment Commentary

September 2021 Global stocks grinded 2.5% higher in August. Larger-cap U.S. stocks gained 3.0%— their seventh straight positive month. International developed-market equities and emerging-market equities were up similar amounts in August (1.8% and 2.6%, respectively)....


The Morning View: September 9, 2021

In this morning’s data, Initial Jobless Claims were 310,000 for the week ending September 4th, a larger drop than expected and is the lowest since March 2020 at the start of the pandemic. Continuing Claims were 2,783,000 for the week ending August 28th, which was...


The Morning View: September 3, 2021

 Announced this morning, the economy added only 235,000 jobs in August, much less than expected. The Retail Trade industry fell by 28,500 jobs during the month and the Leisure and Hospitality industry was flat, after being a source of strength in previous months. The...


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